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Prestige Wealth Management Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Prestige Wealth Management Group’s Portfolio DGRO Stock Details DGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-200
Closed -$8K – 602
2019
Q2 		$8K Hold
200
– – ﹤0.01% 345
2019
Q1 		$7K Hold
200
– – ﹤0.01% 361
2018
Q4 		$7K Buy
+200
New +$7.03K 0.01% 501

Other funds holding DGRO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prestige Wealth Management Group's DGRO Position: Q3 2019 in Review

Prestige Wealth Management Group sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2019, closing a stake of 200 shares — an estimated $8K sold.

Prestige Wealth Management Group first reported a position in DGRO in Q4 2018 and held it in 3 quarters. The position peaked at $8K in Q2 2019. 343 funds tracked by Wall St. Rank hold DGRO as of Q3 2019.

  • Prestige Wealth Management Group reported no remaining iShares Core Dividend Growth ETF position as of Q3 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 200 iShares Core Dividend Growth ETF shares in Q3 2019, an estimated $8K.
  • Prestige Wealth Management Group first reported a position in iShares Core Dividend Growth ETF in Q4 2018 and held it in 3 quarters.
  • Prestige Wealth Management Group's iShares Core Dividend Growth ETF position peaked at $8K in Q2 2019.
  • 343 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2019.

Based on Prestige Wealth Management Group's 13F filing for Q3 2019, filed 14 Nov 2019.